XSVM icon

Invesco S&P SmallCap Value with Momentum ETF

113 hedge funds and large institutions have $328M invested in Invesco S&P SmallCap Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

1.42% less ownership

Funds ownership: 58%56.58% (-1.4%)

27% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 49

Holders
113
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
76
Evanson Asset Management
California
$252K
OIA
77
OneDigital Investment Advisors
Kansas
$248K
WMG
78
WESCAP Management Group
California
$244K
TA
79
TruWealth Advisors
Louisiana
$236K
Jane Street
80
Jane Street
New York
$236K
Truist Financial
81
Truist Financial
North Carolina
$235K
SFC
82
Swisher Financial Concepts
Ohio
$223K
PAS
83
Park Avenue Securities
New York
$212K
SSWM
84
Sheets Smith Wealth Management
North Carolina
$211K
UWPG
85
Ullmann Wealth Partners Group
Florida
$204K
CA
86
CoreCap Advisors
Michigan
$164K
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$138K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$117K
SFC
89
SYM Financial Corp
Indiana
$113K
PTC
90
Private Trust Company
Ohio
$101K
RMP
91
Richards, Merrill & Peterson
Washington
$84.7K
JP Morgan Chase
92
JP Morgan Chase
New York
$68.1K
CPG
93
Cornerstone Planning Group
New Jersey
$66.2K
HAP
94
Harbor Asset Planning
Massachusetts
$54.2K
WANY
95
Wealthspire Advisors (New York)
New York
$52.7K
AWM
96
AE Wealth Management
Kansas
$52K
GRP
97
Global Retirement Partners
California
$40.9K
FFA
98
Farther Finance Advisors
California
$40.9K
HIA
99
Harbor Investment Advisory
Maryland
$36.7K
NA
100
NewEdge Advisors
Louisiana
$32.5K